Position in AMP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,376
+$43 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,348
of 1,374 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Addison Advisors LLC holds $286,995 across 9 Asset Management names. AMP ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
571 | $86,809 | |
| 2 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
1,843 | $71,968 | |
| 3 | JHG |
Janus Henderson Group Ltd.
|
584 | $30,338 | |
| 4 | BX |
Blackstone Inc.
|
252 | $29,652 | |
| 5 | BLK |
BlackRock, Inc.
|
26 | $25,000 | |
| 6 | TROW |
Price T Rowe Group Inc
|
213 | $24,215 | |
| 7 | STT |
State Street Corp
|
74 | $12,550 | |
| 8 | SEIC |
Sei Investments Co
|
58 | $5,087 |
All Filings in AMP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,376 | 3 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,333 | 3 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,471 | 3 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,473 | 3 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,601 | 3 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,452 | 3 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,597 | 3 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,637 | 12 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,126 | 12 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,945 | 9 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,418 | 9 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,967 | 9 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,989 | 9 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,758 | 9 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,670 | 15 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $4,787 | 19 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $950 | 4 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,102 | 7 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||